Interactive walkthrough

See a monthly report get automated

Follow an analyst from a client email to this month's PowerPoint. About five minutes. No account required.

5 min No signup Fund reporting
Open the walkthrough
Why Octigen

Reporting automation without the usual trade-offs

Most tools force a choice: copy-paste in PowerPoint, wait on an engineering queue, or trust a black-box you can't audit. Octigen is built for packs that have to be right every period.

100% Native .pptx

Your factsheet template is the starting point — not an afterthought. Octigen reads the actual OOXML structure: slide masters, layouts, placeholders, chart styles. The output is indistinguishable from last month's pack.

Unlike web-native tools: no flattened elements, no broken fonts, no reformatting after export.

Your Guardrails, Your Rules

Define the pipeline, quality standards, and AI instructions once. They apply to every period — inspectable, not hoped for.

Unlike black-box copilots: your standards are enforced on every run.

Deploy on Your Terms

Run Octigen behind your firewall for maximum data sovereignty, or use our cloud with Swiss & European data residency. Sensitive data never leaves your chosen environment.

Unlike SaaS-only tools: enterprise deployment on AWS, Azure, GCP, or fully on-premise.
See how we compare
template.pptx
Your Fund Name
NAV €XXXX.XX
YTD +XX.X%
+
Data Sources
📊 portfolio_data.xlsx
🔗 Bloomberg API
🗄️ Fund Database
⚡ OCTIGEN
Global_Equity_Q4.pptx
Global Equity Fund
NAV $142.85
YTD +18.4%
✓ Native PPTX
Data-Driven Automation

Your templates.
Your data.
Automated.

Connect Excel, APIs, databases, or SFTP feeds directly to your PowerPoint placeholders. Octigen injects values into native shapes (text boxes, charts, tables), preserving your exact formatting.

Schedule production, distribute automatically.
The output is a 100% native .pptx file you can further edit if needed.

Subscribe now
AI Content Assistant

AI that understands
your data

Need a market commentary? Portfolio analysis summary? Investment thesis?

Octigen's AI reads your data, understands context, and generates professional content that fits your brand voice. Review, refine, approve. You're always in control.

From structured tables to narrative paragraphs, the AI adapts to what each slide needs.

Talk to us
🤖 Octi AI

I've analyzed your portfolio data. Would you like me to generate a Q4 performance summary for your investor presentation?

You 👤

Yes, create a table showing top 5 holdings with sector allocation and quarterly returns.

🤖 Octi AI

Here's your top holdings table:

Holding Sector Weight Q4 Return
Nestlé SA Consumer Staples 8.2% +12.4%
Novartis AG Healthcare 7.5% +8.7%
UBS Group Financials 6.8% +15.2%
ABB Ltd Industrials 5.4% +9.1%
Zurich Insurance Financials 4.9% -2.3%
✓ Content added successfully
Built For Your Workflow

Start with fund reporting

Octigen is built first for factsheets and investor packs. Analysts and sales teams use the same engine for research and pitch decks.

Asset Managers & Fund Admins

Fund Reporting

Automate factsheets, investor packs, and quarterly reports. Connect portfolio workbooks, inspect the pipeline, and run every period the same way.

Factsheet automation Multi-fund support Scheduled reports
Explore Fund Reporting
Analysts & Consultants

Business Professionals

Transform research, PDFs, and spreadsheets into client-ready presentations in minutes. AI proposes the narrative, you stay in control.

Research to deck AI commentary Brand compliance
Explore for Analysts
Sales Teams

Sales Professionals

Generate personalized, on-brand pitch decks in minutes. Walk into every meeting with a tailored story that speaks to your client's needs.

Personalized decks CRM integration Deal acceleration
Explore for Sales
Let's Talk

Ready to automate client reporting?

Factsheets, investor packs, or a recurring client pack that still gets built by hand — tell us the workflow and we'll show you a period run. Meet the team behind Octigen.

⚡
30-Minute Demo See Octigen in action with your use case
🎯
Custom Pilot Test with your templates & data sources
💬
Expert Consulting First hour free, no strings attached
Octigen's team is trusted by
Asset Managers Fund Administrators Consulting Firms
Common Questions

Client reporting FAQ

Recurring client reporting in PowerPoint — factsheets, investor packs, and quarterly reports. You start from your existing template. AI builds an inspectable pipeline from a sample period; production runs stay deterministic.

You upload last period's PowerPoint and the workbooks behind it. Octigen uses AI to build an inspectable pipeline mapped to your template. After that, every period is a deterministic run — same layout, new numbers — as a native .pptx file.

Octigen is built first for fund and client reporting: factsheets, investor packs, and quarterly reports. The same engine also supports research decks and sales presentations when those packs follow a consistent template.

Yes. Your template is the starting point. Octigen reads the PowerPoint structure — slide masters, layouts, placeholders, chart styles — and produces native .pptx files with your branding intact.

Yes. Every report generated by Octigen is a native .pptx file - fully editable in PowerPoint, with real charts (not images), live text, and your original branding. You can always open it in PowerPoint and make final adjustments before sending.